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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,511 | $95,453+40.9% | $112,040+20.1% | $82,448+63.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 0.73% | 23.92%-23.2pp | 24.52%-23.8pp | 41.64%-40.9pp |
| Employer contribution / active EE | $7,903 | $2,318+241.0% | $2,954+167.5% | $2,551+209.8% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,997 | $9,013-11.3% | $12,098-33.9% | $7,234+10.5% |